|
1
|
Strategic Financial Services
Utica,
New York
|
$103M
|
+$8.02M
|
+364,512
|
+9%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$91.6M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$81.3M
|
-$869K
|
-39,471
|
-1%
|
|
|
4
|
|
$62.1M
|
+$736K
|
+33,448
|
+1%
|
|
|
5
|
|
$40.2M
|
+$8.93M
|
+405,835
|
+30%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$26.2M
|
+$164K
|
+7,461
|
+0.7%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$21.8M
|
+$3.67M
|
+166,769
|
+21%
|
|
|
8
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$21.1M
|
-$1.05M
|
-47,861
|
-5%
|
|
|
9
|
Meridian Management
Little Rock,
Arkansas
|
$21.1M
|
-$30.6K
|
-1,391
|
-0.2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$18.5M
|
-$7.9M
|
-358,884
|
-31%
|
|
|
11
|
Callan Capital
La Jolla,
California
|
$16.5M
|
+$15.9M
|
+720,311
|
New
|
|
|
12
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$16.1M
|
-$999K
|
-45,383
|
-6%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12M
|
-$1.97M
|
-89,675
|
-15%
|
|
|
14
|
|
$10.2M
|
+$9.79M
|
+445,000
|
New
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.1M
|
-$23.6M
|
-1,073,639
|
-71%
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.88M
|
+$482K
|
+21,901
|
+5%
|
|
|
17
|
Foster & Motley
Cincinnati,
Ohio
|
$9.56M
|
-$5.74M
|
-260,700
|
-38%
|
|
|
18
|
Well Done LLC
Holland,
Michigan
|
$9.02M
|
-$176K
|
-7,988
|
-2%
|
|
|
19
|
Colony Group
Boston,
Massachusetts
|
$7.37M
|
-$7.95M
|
-361,067
|
-53%
|
|
|
20
|
First Command Advisory Services
Fort Worth,
Texas
|
$7.29M
|
+$3.18M
|
+144,274
|
+83%
|
|
|
21
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$7.07M
|
-$1.05M
|
-47,679
|
-13%
|
|
|
22
|
|
$6.46M
|
+$1.24M
|
+56,410
|
+25%
|
|
|
23
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$5.53M
|
-$1.05M
|
-47,543
|
-16%
|
|
|
24
|
GFG Capital
Miami,
Florida
|
$4.29M
|
-$5.72M
|
-259,821
|
-58%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.55M
|
-$4.22M
|
-191,909
|
-55%
|
|
